LWS Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.39M Sell
2023
Q3
$2.15M Sell
2023
Q2
$2.26M Sell
2023
Q1
$2.68M Sell
2022
Q4
$2.83M Buy
2022
Q3
$1.72M Sell
2022
Q2
$2.33M Buy
2022
Q1
$2.27M Buy
2021
Q4
$1.34M Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.23M Buy
2021
Q1
$1.11M Sell
2020
Q4
$1.07M Buy
2020
Q3
$843K Sell
2020
Q2
$836K Sell
2020
Q1
$803K Sell
2019
Q4
$1.12M Buy